Over the latest trailing 12-month period, total return cagr is -2.93%. The comparable SPY value is +17.49%. Year-to-date total return is +12.45%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SW
$78,455
(7.8x return)
Invested on Jun 17, 2008
Growth of $10,000 in SPY (S&P 500)
$81,597
(8.2x return)
Invested on Jun 17, 2008
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
YTD Total Return
+12.4%
1-Year Total Return
-2.9%
Current Dividend Yield
4.24%
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | (7.0%) | (2.9%) | +4.0% |
| 3 Years | +6.9% | +11.1% | +4.3% |
| 5 Years | (4.0%) | (0.2%) | +3.8% |
| 10 Years | (1.0%) | +2.6% | +3.5% |
| 15 Years | +12.8% | +16.0% | +3.2% |
| 20 Years |
| N/A |
| N/A |
| N/A |
